Intercontinental Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Intercontinental Wealth Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$252K	Buy	14,116 +6	+0%	+$107	0.06%	283
2023 Q1	$246K	Hold	14,110	–	–	0.06%	281
2022 Q4	$227K	Buy	+14,110	New	+$220K	0.07%	255
2022 Q3	–	Sell	-14,100	Closed	-$222K	–	278
2022 Q2	$222K	Hold	14,100	–	–	0.06%	265
2022 Q1	$259K	Buy	14,100 +2,200	+18%	+$40.9K	0.06%	257
2021 Q4	$231K	Hold	11,900	–	–	0.05%	273
2021 Q3	$230K	Hold	11,900	–	–	0.05%	263
2021 Q2	$235K	Buy	+11,900	New	+$235K	0.05%	263
2020 Q1	–	Sell	-2,300	Closed	-$39K	–	279
2019 Q4	$39K	Hold	2,300	–	–	0.03%	195
2019 Q3	$37K	Hold	2,300	–	–	0.02%	233
2019 Q2	$37K	Hold	2,300	–	–	0.02%	227
2019 Q1	$36K	Hold	2,300	–	–	0.02%	254
2018 Q4	$33K	Buy	+2,300	New	+$35.2K	0.02%	259

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intercontinental Wealth Advisors's SCHF Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.04% in Q2 2023, buying an estimated $107 and bringing the position to 14,116 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #283.

Intercontinental Wealth Advisors first reported a position in SCHF in Q4 2018 and has held it in 13 quarters since. The position peaked at $259K in Q1 2022. 1,010 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

Intercontinental Wealth Advisors held 14,116 shares of Schwab International Equity ETF worth $252K as of Q2 2023.
Intercontinental Wealth Advisors bought 6 Schwab International Equity ETF shares in Q2 2023, an estimated $107.
Schwab International Equity ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #283 holding.
Intercontinental Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 13 quarters since.
Intercontinental Wealth Advisors's Schwab International Equity ETF position peaked at $259K in Q1 2022.
1,010 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.